Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,684 | $50,554+126.9% | $67,681+69.4% | $87,485+31.1% |
| Participation rate | 51.1% | 67.7%-16.6pp | 73.7%-22.6pp | 68.9%-17.8pp |
| Annual return | 9.41% | 17.81%-8.4pp | 590.58%-581.2pp | 26.06%-16.7pp |
| Employer contribution / active EE | $3,899 | $1,988+96.1% | $2,678+45.6% | $2,596+50.2% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $25,634 | $4,132+520.3% | $6,100+320.2% | $7,775+229.7% |